The customer estimate recipe is a flexible starting point that can be configured to handle your sales pipeline needs.
Configure this recipe to generate a professional estimate form, have the estimate approved before it's sent the customer for review and acceptance. After finalization, send the approved data to systems you already use and save the signed PDF for your records.
The customer estimate recipe is for businesses looking to streamline their sales estimate generation process. Avoid mistakes, ensure that new opportunities are sent estimates quickly, and automate the busywork. This recipe will get accurate, professional customer estimates to prospective customers faster.
Get started with our template for estimates, then customize it for your business. Add structured data fields to ensure there are no mistakes when a team member fills it out for a customer.
Have a business manager easily review and approve estimates before they get sent to the customer. Onalu automatically generates approval requests, then allows managers to make changes as needed.
After the customer accepts the estimate, you can send all the estimate details to your CRM, ERP, or accounting systems. Onalu will also automatically generate a PDF so you can save the signed estimate for accounting, audit, or other record-keeping purposes.